MWP
IVZ icon

MYCIO Wealth Partners’s Invesco IVZ Stock Holding History

MYCIO Wealth Partners’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-605
Closed -$10.8K – 48
2023
Q4 		$10.8K Sell
605
-83
-12% -$1.2K ﹤0.01% 46
2023
Q3 		$9.99K Buy
+688
New +$11.1K ﹤0.01% 46
2016
Q4 		– Sell
-70
Closed -$2K – 439
2016
Q3 		$2K Buy
+70
New +$2.06K ﹤0.01% 750

Other funds holding IVZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MYCIO Wealth Partners's IVZ Position: Q1 2024 in Review

MYCIO Wealth Partners sold out of Invesco (IVZ) in Q1 2024, closing a stake of 605 shares — an estimated $10.8K sold.

MYCIO Wealth Partners first reported a position in IVZ in Q3 2016 and held it in 3 quarters. The position peaked at $10.8K in Q4 2023. 496 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • MYCIO Wealth Partners reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
  • MYCIO Wealth Partners sold 605 Invesco shares in Q1 2024, an estimated $10.8K.
  • MYCIO Wealth Partners first reported a position in Invesco in Q3 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's Invesco position peaked at $10.8K in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on MYCIO Wealth Partners's 13F filing for Q1 2024, filed 8 May 2024.